1776 Wealth LLC

CIK 0001803140 • 6 13F filings • May 6, 2025 – Aug 10, 2026

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Filer information

Filed by: 1776 Wealth LLC, CCO
Address: 750 HAMMOND DR, BUILDING 5, SUITE 200, ATLANTA, GA, 30328
Phone: 5713170605
AUM: $265.6M

AUM over time

$283.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $259.4M140 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$270K	0.1%	2,017 SH	New
ABBVIE INCORPORATED	COM	$236K	0.1%Prev: 0.1%	1,021 SH	Decreased
ABRDN GLOBAL DYNAMIC DIVIDEND	COM	$533K	0.2%Prev: 0.2%	40,011 SH	Increased+2,121 SH
ADOBE INCORPORATED	COM	$13.1M	5.0%Prev: 2.6%	37,046 SH	Increased+818 SH
ADVANCED MICRO DEVICES INCORPORATED	COM	$677K	0.3%Prev: 0.8%	4,185 SH	Decreased+117 SH
ALPHABET INCORPORATED CAP STK CLASS A	COM	$4.4M	1.7%	18,235 SH	New
ALPHABET INCORPORATED CAP STK CLASS C	COM	$1.6M	0.6%	6,585 SH	New
AMAZON COM INCORPORATED	COM	$21.4M	8.2%Prev: 8.1%	97,415 SH	Decreased+830 SH
AMERICAN TOWER CORPORATION NEW REIT	COM	$446K	0.2%	2,320 SH	New
AMERIPRISE FINL INCORPORATED	COM	$247K	0.1%Prev: 0.1%	502 SH	Increased+39 SH
APPLE INCORPORATED	COM	$31.6M	12.2%Prev: 12.6%	124,208 SH	Decreased+494 SH
APPLIED MATLS INCORPORATED	COM	$690K	0.3%Prev: 0.8%	3,369 SH	Decreased+137 SH
ARBOR REALTY TRUST INCORPORATED REIT	COM	$298K	0.1%	24,400 SH	New
ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)	SHS	$507K	0.2%	524 SH	New
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	COM	$3.5M	1.4%	6,977 SH	New
BLACKSTONE INCORPORATED	COM	$5.7M	2.2%Prev: 1.6%	33,640 SH	Increased-5,548 SH
BOSTON SCIENTIFIC CORPORATION	COM	$215K	0.1%	2,203 SH	New
BROADCOM INCORPORATED	COM	$1.7M	0.7%Prev: 0.8%	5,270 SH	Decreased-497 SH
CAPITAL ONE FINL CORPORATION	COM	$425K	0.2%Prev: 0.1%	2,000 SH	Increased
CHIPOTLE MEXICAN GRILL INCORPORATED	COM	$288K	0.1%Prev: 0.1%	7,348 SH	Increased+1,335 SH
CHUBB LIMITED (SWITZERLAND)	COM	$745K	0.3%Prev: 0.3%	2,640 SH	Decreased+56 SH
CLOUDFLARE INCORPORATED CLASS A COM	COM	$328K	0.1%	1,527 SH	New
COINBASE GLOBAL INCORPORATED COM CLASS A	COM	$1.3M	0.5%	3,977 SH	New
COSTCO WHOLESALE CORPORATION NEW	COM	$739K	0.3%	798 SH	New
D R HORTON INCORPORATED	COM	$593K	0.2%Prev: 0.2%	3,500 SH	Increased
DIGITAL RLTY TR INCORPORATED REIT	COM	$998K	0.4%Prev: 0.3%	5,775 SH	Increased+385 SH
EA SER TR STRIVE 500 ETF	ETF	$469K	0.2%	10,858 SH	New
EATON CORPORATION PLC SHS (IRELAND)	COM	$2.4M	0.9%	6,484 SH	New
EATON VANCE TAX ADVT DIV INCM	COM	$1.8M	0.7%Prev: 0.7%	75,650 SH	Decreased-636 SH
EATON VANCE TX ADV GLBL DIV FD	COM	$668K	0.3%Prev: 0.3%	31,608 SH	Decreased+1,170 SH
ELI LILLY & COMPANY	COM	$1.6M	0.6%Prev: 0.9%	2,048 SH	Decreased-196 SH
EMCOR GROUP INCORPORATED	COM	$481K	0.2%Prev: 0.3%	740 SH	Decreased-305 SH
ENTERPRISE PRODUCTS PARTNERS L P	COM	$1.4M	0.5%Prev: 0.6%	44,590 SH	Decreased-106 SH
EXXON MOBIL CORPORATION	COM	$670K	0.3%Prev: 0.3%	5,941 SH	Decreased+471 SH
F5 INCORPORATED	COM	$323K	0.1%Prev: 0.1%	1,000 SH	Decreased
FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF	ETF	$584K	0.2%	36,474 SH	New
FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF	ETF	$258K	0.1%	8,473 SH	New
FIRST TRUST CAPITAL STRENGTH ETF	ETF	$2.7M	1.0%	28,861 SH	New
FIRST TRUST DOW JONES INTERNET INDEX FUND	ETF	$2.0M	0.8%	6,985 SH	New
FIRST TRUST ENERGY ALPHADEX FUND	ETF	$267K	0.1%	16,400 SH	New
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT	ETF	$7.0M	2.7%	116,045 SH	New
FIRST TRUST EUROPE ALPHADEX FUND	ETF	$517K	0.2%	10,103 SH	New
FIRST TRUST INDXX NEXTG ETF	ETF	$681K	0.3%	6,574 SH	New
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND	ETF	$2.4M	0.9%	124,572 SH	New
FIRST TRUST ISE CLOUD COMPUTING INDEX FUND	ETF	$1.3M	0.5%	9,658 SH	New
FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND	ETF	$713K	0.3%	4,436 SH	New
FIRST TRUST LARGE CAP VALUE ALPHADEX FUND	ETF	$364K	0.1%	4,369 SH	New
FIRST TRUST LOW DURATION OPPORTUNITIES ETF	ETF	$382K	0.1%	7,675 SH	New
FIRST TRUST MID CAP GROWTH ALPHADEX FUND	ETF	$242K	0.1%	2,642 SH	New
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND	ETF	$590K	0.2%	13,583 SH	New
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS	ETF	$369K	0.1%	5,481 SH	New
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF	ETF	$333K	0.1%	18,250 SH	New
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF	ETF	$270K	0.1%	7,105 SH	New
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND	ETF	$6.2M	2.4%	135,127 SH	New
FLAHERTY & CRUMRINE DYNAMIC PF SHS	SHS	$1.1M	0.4%Prev: 0.4%	52,741 SH	Increased+644 SH
FLEXSHARES ULTRA-SHORT INCOME	ETF	$334K	0.1%	4,413 SH	New
FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPT	ETF	$315K	0.1%	12,339 SH	New
FT VEST INTL EQUITY MODERATE BUFFER ETF DEC	ETF	$616K	0.2%	24,008 SH	New
FT VEST NASDAQ-100 BUFFER ETF - DECEMBER	ETF	$684K	0.3%	21,979 SH	New
FT VEST NASDAQ-100 BUFFER ETF - MARCH	ETF	$1.3M	0.5%	39,645 SH	New
FT VEST NASDAQ-100 BUFFER ETF SEP	ETF	$671K	0.3%	21,607 SH	New
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF	ETF	$658K	0.3%	13,337 SH	New
FT VEST SMID RISING DIVID ACHIEVERS TARGET	ETF	$821K	0.3%	37,991 SH	New
FT VEST U.S. EQUITY BUFFER - JANUARY	ETF	$2.9M	1.1%	57,961 SH	New
FT VEST U.S. EQUITY BUFFER ETF - AUGUST	ETF	$1.1M	0.4%	21,153 SH	New
FT VEST U.S. EQUITY BUFFER ETF - DECEMBER	ETF	$1.1M	0.4%	23,177 SH	New
FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY	ETF	$934K	0.4%	17,434 SH	New
FT VEST U.S. EQUITY BUFFER ETF - JULY	ETF	$1.5M	0.6%	26,815 SH	New
FT VEST U.S. EQUITY BUFFER ETF - MARCH	ETF	$1.3M	0.5%	27,499 SH	New
FT VEST U.S. EQUITY BUFFER ETF - MAY	ETF	$1.5M	0.6%	28,757 SH	New
FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER	ETF	$669K	0.3%	12,657 SH	New
FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER	ETF	$3.7M	1.4%	73,408 SH	New
FT VEST U.S. EQUITY DEEP BUFFER - ETF - MARCH	ETF	$214K	0.1%	5,244 SH	New
FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER	ETF	$355K	0.1%	9,649 SH	New
FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF-JUNE	ETF	$736K	0.3%	17,431 SH	New
FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE	ETF	$294K	0.1%	7,560 SH	New
FT VEST US EQUITY DEEP BFFR ETF OCT	ETF	$460K	0.2%	10,658 SH	New
GOLDMAN SACHS GROUP INCORPORATED	COM	$3.7M	1.4%Prev: 1.7%	4,680 SH	Decreased
HOME DEPOT INCORPORATED	COM	$937K	0.4%Prev: 0.3%	2,313 SH	Increased+95 SH
HUBSPOT INCORPORATED	COM	$1.3M	0.5%Prev: 0.2%	2,790 SH	Increased-395 SH
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY	ETF	$302K	0.1%	7,475 SH	New
INTEL CORPORATION	COM	$734K	0.3%Prev: 1.2%	21,870 SH	Decreased-3,453 SH
INTERCONTINENTAL EXCHANGE INCORPORATED	COM	$295K	0.1%Prev: 0.1%	1,752 SH	Increased
INTUIT	COM	$500K	0.2%	732 SH	New
INTUITIVE SURGICAL INCORPORATED COM NEW	COM	$460K	0.2%	1,028 SH	New
INVESCO QQQ TR	ETF	$439K	0.2%	732 SH	New
ISHARES BITCOIN TRUST ETF SHS BEN INT	ETF	$1.1M	0.4%	17,335 SH	New
ISHARES INCORPORATED MSCI STH KOR ETF	ETF	$246K	0.1%	3,069 SH	New
ISHARES TR RUS 1000 GRW ETF	ETF	$453K	0.2%	968 SH	New
ISHARES TR RUSSELL 2000 ETF	ETF	$242K	0.1%	1,000 SH	New
ISHARES TR S&P 500 GRWT ETF	ETF	$362K	0.1%	3,000 SH	New
JPMORGAN CHASE & COMPANY.	COM	$1.1M	0.4%	3,578 SH	New
KB HOME	COM	$2.6M	1.0%Prev: 0.9%	40,697 SH	Increased+1,889 SH
KKR INCOME OPPORTUNITIES FD	COM	$150K	0.1%	11,944 SH	New
KKR REAL ESTATE FIN TR INCORPORATED REIT	COM	$284K	0.1%	31,511 SH	New
MARATHON PETE CORPORATION	COM	$220K	0.1%Prev: 0.1%	1,143 SH	Decreased
MASTERCARD INCORPORATED CLASS A	COM	$861K	0.3%	1,514 SH	New
MCKESSON CORPORATION	COM	$647K	0.2%Prev: 0.2%	838 SH	Increased
META PLATFORMS INCORPORATED CLASS A	COM	$1.7M	0.7%	2,303 SH	New
MICROSOFT CORPORATION	COM	$9.6M	3.7%Prev: 2.5%	18,456 SH	Increased-684 SH
MONSTER BEVERAGE CORPORATION NEW	COM	$858K	0.3%Prev: 0.4%	12,740 SH	Decreased+2,000 SH
MOTOROLA SOLUTIONS INCORPORATED COM NEW	COM	$273K	0.1%	597 SH	New
NEXPOINT REAL ESTATE FIN INCORPORATED REIT	COM	$1.0M	0.4%Prev: 0.4%	72,458 SH	Decreased+59 SH
NOVO-NORDISK A S ADR (DENMARK)	ADR	$473K	0.2%Prev: 0.1%	8,522 SH	Increased-189 SH
NUVEEN REAL ASSET INCOME & GRO	COM	$313K	0.1%Prev: 0.1%	21,956 SH	Increased+1,200 SH
NVIDIA CORPORATION	COM	$11.3M	4.4%Prev: 4.6%	60,578 SH	Decreased-4,367 SH
NXP SEMICONDUCTORS N V (NETHERLANDS)	COM	$820K	0.3%Prev: 0.4%	3,600 SH	Decreased
ONEOK INCORPORATED NEW	COM	$354K	0.1%Prev: 0.1%	4,850 SH	Decreased+300 SH
ORACLE CORPORATION	COM	$708K	0.3%Prev: 0.1%	2,517 SH	Increased-32 SH
OREILLY AUTOMOTIVE INCORPORATED	COM	$323K	0.1%Prev: 0.1%	3,000 SH	Increased+210 SH
PALANTIR TECHNOLOGIES INCORPORATED CLASS A	COM	$25.1M	9.7%	137,691 SH	New
PALO ALTO NETWORKS INCORPORATED	COM	$322K	0.1%	1,582 SH	New
PARKER-HANNIFIN CORPORATION	COM	$534K	0.2%Prev: 0.2%	704 SH	Decreased+14 SH
PROGRESSIVE CORPORATION	COM	$567K	0.2%Prev: 0.2%	2,298 SH	Increased-29 SH
QUALCOMM INCORPORATED	COM	$220K	0.1%Prev: 0.1%	1,320 SH	Decreased
QUANTA SVCS INCORPORATED	COM	$239K	0.1%Prev: 0.2%	576 SH	Decreased-28 SH
RITHM CAPITAL CORPORATION COM NEW REIT	COM	$699K	0.3%	61,355 SH	New
ROYCE GLOBAL TRUST INCORPORATED	COM	$280K	0.1%Prev: 0.1%	21,623 SH	Decreased+1,232 SH
ROYCE SMALL CAP TRUST INCORPORATED	COM	$411K	0.2%Prev: 0.2%	25,465 SH	Decreased-1,766 SH
S&P GLOBAL INCORPORATED	COM	$493K	0.2%Prev: 0.1%	1,012 SH	Increased+15 SH
SALESFORCE INCORPORATED	COM	$1.6M	0.6%Prev: 0.4%	6,610 SH	Increased+122 SH
SERVICENOW INCORPORATED	COM	$565K	0.2%Prev: 0.1%	614 SH	Increased-2,516 SH
SYNOPSYS INCORPORATED	COM	$1.8M	0.7%Prev: 0.6%	3,565 SH	Increased+25 SH
TESLA INCORPORATED	COM	$9.3M	3.6%Prev: 3.1%	20,854 SH	Increased-172 SH
THERMO FISHER SCIENTIFIC INCORPORATED	COM	$556K	0.2%Prev: 0.2%	1,147 SH	Decreased+22 SH
TJX COMPANIES INCORPORATED NEW	COM	$4.8M	1.8%Prev: 1.8%	33,113 SH	Decreased+192 SH
TRANSDIGM GROUP INCORPORATED	COM	$308K	0.1%Prev: 0.1%	234 SH	Decreased-4 SH
UNION PAC CORPORATION	COM	$214K	0.1%Prev: 0.1%	906 SH	Increased+133 SH
UNITED PARCEL SERVICE INCORPORATED CLASS B	COM	$230K	0.1%	2,753 SH	New
UNITED RENTALS INCORPORATED	COM	$811K	0.3%Prev: 0.3%	850 SH	Decreased
UNITEDHEALTH GROUP INCORPORATED	COM	$1.3M	0.5%Prev: 0.5%	3,688 SH	Decreased+119 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$509K	0.2%	2,360 SH	New
VANGUARD HIGH DIVIDEND YIELD ETF	ETF	$320K	0.1%	2,270 SH	New
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	ETF	$4.3M	1.6%	6,975 SH	New
VANGUARD SMALL-CAP GROWTH ETF	ETF	$500K	0.2%	1,680 SH	New
VANGUARD TOTAL STOCK MARKET ETF	ETF	$1.7M	0.7%	5,182 SH	New
VISA INCORPORATED COM CLASS A	COM	$2.7M	1.0%	7,893 SH	New
VULCAN MATLS COMPANY	COM	$991K	0.4%Prev: 0.3%	3,220 SH	Increased
WALMART INCORPORATED	COM	$314K	0.1%	3,043 SH	New
WASTE MGMT INCORPORATED DEL	COM	$257K	0.1%Prev: 0.1%	1,164 SH	Decreased-2 SH

Sold (vs prior filing)

ALPHABET INCORPORATED CAP STK CLASS A — $6.5M
ALPHABET INCORPORATED CAP STK CLASS C — $2.3M
AMERICAN TOWER CORPORATION REIT — $340K
APA CORPORATION — $224K
ASML HOLDING NV (NETHERLANDS) — $1.0M
BARON FIRST PRINCIPLES ETF — $248K
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW — $3.5M
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN — $123K
CISCO SYSTEMS INCORPORATED — $308K
CLOUDFLARE INCORPORATED CLASS A COM — $375K
COINBASE GLOBAL INCORPORATED COM CLASS A — $586K
COSTCO WHOLESALE CORPORATION — $723K
EATON CORPORATION PLC SHS (IRELAND) — $2.8M
FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF — $611K
FIRST TRUST CAPITAL STRENGTH ETF — $2.6M
FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND — $216K
FIRST TRUST DOW JONES INTERNET INDEX FUND — $1.8M
FIRST TRUST ENERGY ALPHADEX FUND — $332K
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT — $5.7M
FIRST TRUST EUROPE ALPHADEX FUND — $561K
… and 72 more

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Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0001803140-26-000001	$265.6M	View
Nov 6, 2025	Q3 2025	13F-HR	0001803140-25-000005	$259.4M	View
Aug 10, 2026	Q2 2026